WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 213 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 2.89 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $592,486 | +1.1% | 11,518 | 0.0% | 0.29% | +3.9% |
| Q1 2024 | $585,805 | +1.9% | 11,518 | 0.0% | 0.28% | -7.8% |
| Q4 2023 | $574,979 | +7.9% | 11,518 | 0.0% | 0.31% | -18.6% |
| Q3 2023 | $532,823 | -0.6% | 11,518 | 0.0% | 0.38% | +13.3% |
| Q2 2023 | $535,933 | +1.6% | 11,518 | 0.0% | 0.33% | -2.4% |
| Q1 2023 | $527,409 | – | 11,518 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 345,159 | $14,897,000 | 15.22% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 639,692 | $27,609,000 | 13.75% |
| TOMPKINS FINANCIAL CORP | 565,535 | $11,940,472,000 | 3.60% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 80,175 | $3,460,000 | 3.58% |
| Vontobel Swiss Wealth Advisors AG | 108,169 | $4,669,000 | 3.41% |
| Stratford Consulting, LLC | 145,663 | $6,287,000 | 3.22% |
| White Pine Investment CO | 116,829 | $5,042,000 | 2.93% |
| Efficient Advisors, LLC | 260,923 | $11,261,000 | 2.58% |
| America First Investment Advisors, LLC | 136,581 | $5,895,000 | 2.50% |
| Fusion Investment Group, LLC | 66,628 | $2,876,000 | 2.43% |